Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.23

+0.3%

9:42 AM EST

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To: engineer who wrote (43355)	10/5/1999 12:44:00 PM
From: Wyätt Gwyön	of 152472

engineer, re: "value" of handset division, you are implying, I think, that there is considerable value in addition to that nebulous concept of "market share" and plant & equipment--that QPC has considerable expertise compared to other handset makers in tough technical areas...we can assume that mgmt is aware of this and is using this as a "sales point". I am curious, is this technical know-how something that a new maker could simply transport to their existing form factor? I guess this gets down to the question--why do Q's handsets have better call quality? Can the know-how which enables this quality be readily transferred to a different handset shell? We can imagine that Ericy, for example, might like to keep its own "look and feel" but apply Q's know-how. Is this doable on a fairly short time frame, or must they more or less stick with Q's handset shells?

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